Defaqto integrates Engage with Plannr CRM
- Monday, 06 November 2023
- Articles
Fintech Defaqto has integrated its part-owned new CRM fintech challenger Plannr with its financial advice software platform Defaqto Engage.
Read more...Fintel reports 2% revenue growth
- Tuesday, 19 September 2023
- Articles
Fintel, owner of adviser support firm SimplyBiz and fintech Defaqto, has reported a 2% rise in revenue growth to £27.6m for the six months to the end of June, compared to £27.1m in the first half year of 2022.
Read more...Fintel acquires Competent Adviser
- Thursday, 27 July 2023
- Articles
Fintech and support services firm Fintel, the owner of SimplyBiz and Defaqto, has acquired digital knowledge and competence management system Competent Adviser.
Read more...Fintel buys 25% of Financial Planning CRM firm
- Tuesday, 20 June 2023
- Articles
Fintech firm Fintel, parent of Defaqto and SimplyBiz, has invested in new Planner tech business Plannr Technologies, a developer of a new customer relationship management (CRM) system for Financial Planners.
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